Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$477K Buy
8,778
+1,620
+23% +$88K 0.01% 857
2025
Q1
$361K Sell
7,158
-2,122
-23% -$107K 0.01% 890
2024
Q4
$422K Buy
9,280
+48
+0.5% +$2.18K 0.01% 878
2024
Q3
$438K Buy
+9,232
New +$438K 0.01% 833